Terra Alpha Investments LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 10, 2025), Terra Alpha Investments LLC reported 32 stock positions worth $98.8 million. Its top holding was Taiwan Semiconductor-SP ADR (TSM) at 6.2% of the portfolio, followed by Nvidia (NVDA, 6.1%) and Apple (AAPL, 5.8%).
- Most Recent 13F
- Q4 2025
- Location
- Washington, DC
- CIK
- 0002055566
- Portfolio Value
- $98.8M (Q4 2024)
- SEC Filing
- 0001172661-25-000627 ↗ filed Feb 10, 2025
Holdings Value
Holdings 32 stocks · $98.8M
| TSM Taiwan Semiconductor-SP ADR | 6.20% | 30,991 | $6.1M | — |
| NVDA Nvidia Corp. | 6.12% | 44,978 | $6.0M | — |
| AAPL Apple Inc. | 5.84% | 23,029 | $5.8M | — |
| GOOGL Alphabet Inc. Class A | 5.41% | 28,224 | $5.3M | — |
| ETN Eaton Corp. PLC | 5.21% | 15,506 | $5.1M | — |
| MSFT Microsoft Corp. | 5.16% | 12,098 | $5.1M | — |
| V Visa Inc. Class A | 5.02% | 15,675 | $5.0M | — |
| ACN Accenture PLC Class A | 4.90% | 13,752 | $4.8M | — |
| LULU Lululemon Athletica Inc. | 4.79% | 12,381 | $4.7M | — |
| TT Trane Technologies PLC | 4.45% | 11,894 | $4.4M | — |
| WM Waste Management Inc. | 4.28% | 20,960 | $4.2M | — |
| XYL Xylem Inc. | 3.91% | 33,248 | $3.9M | — |
| A Agilent Technologies Inc. | 3.25% | 23,895 | $3.2M | — |
| SBUX Starbucks Corp. | 3.20% | 34,630 | $3.2M | — |
| DHR Danaher Corp. | 3.11% | 13,367 | $3.1M | — |
| AVY Avery Dennison Corp. | 2.94% | 15,492 | $2.9M | — |
| FTNT Fortinet Inc. | 2.51% | 26,238 | $2.5M | — |
| TTEK Tetra Tech Inc. | 1.89% | 46,922 | $1.9M | — |
| VLTO Veralto Corp. | 1.89% | 18,327 | $1.9M | — |
| NKE Nike Inc. Class B | 1.87% | 24,433 | $1.8M | — |
| CSCO Cisco Systems Inc. | 1.84% | 30,762 | $1.8M | — |
| ADBE Adobe Inc. | 1.81% | 4,017 | $1.8M | — |
| WST West Pharmaceutical Services | 1.80% | 5,440 | $1.8M | — |
| EW Edwards Lifesciences Corp. | 1.62% | 21,580 | $1.6M | — |
| ROK Rockwell Automation Inc. | 1.60% | 5,544 | $1.6M | — |
| GIS General Mills Inc. | 1.51% | 23,380 | $1.5M | — |
| SYY Sysco Corp. | 1.47% | 19,021 | $1.5M | — |
| IQV Iqvia Holdings Inc. | 1.45% | 7,297 | $1.4M | — |
| JNJ Johnson & Johnson | 1.41% | 9,603 | $1.4M | — |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 1.37% | 18,085 | $1.4M | — |
| AWK American Water Works Co. Inc. | 1.29% | 10,218 | $1.3M | — |
| PWR Quanta Services Inc. | 0.89% | 2,787 | $881K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.